U.S. Hospitality Stock News

NYSE:DT
NYSE:DTSoftware

Is There Now An Opportunity In Dynatrace (DT) After The Recent Share Price Slump

If you are wondering whether Dynatrace is attractively priced after a rough stretch, this article will walk you through what the current share price might be implying about the company. The stock closed at US$33.71, with returns of an 11.5% decline over the last 7 days, a 20.3% decline over the last 30 days, a 20.4% decline year to date and a 43.7% decline over the last year, as well as a 22.2% decline over 3 years and a 37% decline over 5 years. These moves have kept Dynatrace on many...
NYSE:GWRE
NYSE:GWRESoftware

Is Guidewire Software (GWRE) Pricing Look Attractive After Recent Share Price Slide

If you are wondering whether Guidewire Software is starting to look interesting at today's price, you are not alone. Many investors are asking if the current level lines up with the company’s underlying value. The stock last closed at US$128.19, after a 7 day return of 8.9% decline, a 30 day return of 30.8% decline and a year to date return of 31.7% decline, while the 1 year return sits at 40.0% decline and the 3 year return at 73.6%. Recent news coverage has largely focused on Guidewire’s...
NYSE:COLD
NYSE:COLDIndustrial REITs

Americold Resets Finance And Governance Team After Prolonged Share Price Slide

Americold Realty Trust (NYSE:COLD) has announced that Christopher Papa will be appointed Chief Financial Officer, succeeding Jay Wells. Scott Henderson will serve as interim CFO during the transition period. The company is also expanding the responsibilities of Chief Legal Officer Nathan Harwell as part of a broader executive realignment. For investors watching NYSE:COLD, this leadership reshuffle comes after a challenging share price stretch, with the stock at $12.66 and showing a 38.0%...
NasdaqGS:VNET
NasdaqGS:VNETIT

Is VNET Group (VNET) Pricing Reflect Recent Data Center Momentum Fairly?

If you are wondering whether VNET Group shares are offering fair value at around US$11.20, you are not alone. This article is set up to help you frame that question clearly. The stock has returned 6.4% over the last 7 days, 7.5% over 30 days, 22.9% year to date and 24.4% over 1 year, while the 5 year return of 73.1% paints a different picture for longer term holders. Recent coverage of VNET Group has focused on its position in data center and cloud related services, as investors weigh how...
NYSE:LVS
NYSE:LVSHospitality

Las Vegas Sands (LVS) Q4 Revenue Growth Tests Bullish Community Narratives On Profit Margins

Las Vegas Sands (LVS) closed out FY 2025 with Q4 revenue of US$3.6b and basic EPS of US$0.59, alongside net income of US$395m that helped lift its trailing twelve month totals to US$13.0b of revenue and US$1.63b of net income. The company has seen quarterly revenue move from US$2.9b in Q4 2024 to US$3.6b in Q4 2025, while basic EPS over that span went from US$0.45 to US$0.59. This sets up a story where investors are weighing that earnings profile against slightly softer net margins. See our...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety Refrigerant Launch At AHR Expo Ties To Valuation Debate

MSA Safety is introducing new refrigerant management and monitoring solutions at the upcoming AHR Expo. The lineup includes the MSA Bacharach X30 and X50 monitors, focused on refrigerant detection and compliance support for HVAC-R applications. The products address regulatory and sustainability requirements around refrigerant use and leak detection. For investors tracking NYSE:MSA, this product news connects directly to the company’s focus on safety and compliance technologies across...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Is Hamilton Lane’s (HLNE) Higher Dividend Redefining Its Capital Allocation Story?

Hamilton Lane reported past third-quarter 2025 results with revenue rising to US$198.59 million and net income to US$58.37 million, alongside higher earnings per share versus a year earlier. The firm also announced a 10% increase in its target full-year dividend to US$2.16 per share, highlighting its focus on returning cash to shareholders while growing fee-related revenues from its evergreen platform and Guardian partnership. Next, we’ll examine how Hamilton Lane’s earnings momentum,...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

What Host Hotels & Resorts (HST)'s Turtle Bay Deal, Lawsuit and $400M Notes Issuance Mean For Shareholders

Host Hotels & Resorts recently acquired the 450-room Turtle Bay Resort and a 49-acre development-entitled parcel, while facing a lawsuit challenging Honolulu’s approval of a new hotel there based on an allegedly outdated environmental impact report. Alongside this, the company reported quarterly earnings that surpassed expectations and successfully priced a US$400 million senior notes offering due 2028, underscoring both operational momentum and expanded financing capacity despite emerging...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments (TXN) Margin Slip To 28.1% Tests Bullish Recovery Narratives

Texas Instruments FY 2025 Earnings Snapshot Texas Instruments (TXN) has wrapped up FY 2025 with Q4 revenue of US$4.4b and basic EPS of US$1.27, alongside trailing twelve month revenue of US$17.7b and EPS of US$5.47 that frame the latest quarter in a broader earnings run rate. Over recent periods, the company has seen quarterly revenue move from US$4.0b in Q4 2024 to US$4.1b in Q3 2024 and then to US$4.4b in Q4 2025, while basic EPS shifted from US$1.31 to US$1.48 and then to US$1.27. This...
NYSE:CIEN
NYSE:CIENCommunications

Is It Too Late To Consider Ciena (CIEN) After A 202% One Year Surge?

If you are wondering whether Ciena's share price still offers value after a strong run, this article will walk through what the current number actually implies. Over the last week the stock returned 7.7%, with 17.7% over 30 days, 10.3% year to date and 202.4% over the past year. These recent moves may have changed how you think about its risk and return trade off. Recent news around Ciena has focused on its role in high capacity networking and telecommunications equipment, with attention on...
NasdaqGS:DCOM
NasdaqGS:DCOMBanks

A Look At Dime Community Bancshares (DCOM) Valuation After Earnings Beat And New Capital Actions

Dime Community Bancshares (DCOM) has paired stronger than expected fourth quarter 2025 results with two capital actions: a new share repurchase plan and the planned redemption of subordinated debentures funding, both aimed at shareholders. See our latest analysis for Dime Community Bancshares. The stock’s recent momentum has been strong, with a 36.36% 90 day share price return and 21.29% year to date share price return, while the 5 year total shareholder return sits at 60.91%. If Dime...
NYSE:TDC
NYSE:TDCSoftware

Is Teradata (TDC) Offering An Opportunity After Multi Year Share Price Weakness

If you are wondering whether Teradata's share price reflects its true worth or if the market is missing something, you are in the right place for a closer look at value. The stock last closed at US$27.47, with returns of a 3.7% decline over 7 days, 13.5% decline over 30 days, 7.5% decline year to date, 11.0% decline over 1 year, 19.8% decline over 3 years and 44.3% decline over 5 years. Recent coverage has focused on how Teradata positions itself as a data and analytics provider in a crowded...
NYSE:USAC
NYSE:USACEnergy Services

Assessing USA Compression Partners (USAC) Valuation After Recent Share Price Strength and Long Term Returns

Recent performance snapshot USA Compression Partners (USAC) has drawn attention after a recent share price move, with the stock showing positive returns over the past month and past 3 months, while its 1 year total return is roughly flat. See our latest analysis for USA Compression Partners. The recent 1 month share price return of 5.23% and 3 month share price return of 12.37% at a last close of US$26.35 sit alongside a roughly flat 1 year total shareholder return. The 3 year and 5 year...
NYSE:ELV
NYSE:ELVHealthcare

How Investors Are Reacting To Elevance Health (ELV) Slower EPS, Higher Dividend And 2026 Guidance

Elevance Health has released its fourth quarter and full-year 2025 results, reporting full-year revenue of US$199.13 billion, net income of US$5.66 billion, new 2026 earnings guidance, a first-quarter 2026 dividend of US$1.72 per share, and continued share repurchases. Despite higher revenue, full-year earnings per share and profit margins eased, while the company still returned cash through dividends and buybacks. We will now examine how Elevance Health’s slower earnings progression...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation Extends Engine Expertise Into AI And Data Center Power

FTAI Aviation launched its new FTAI Power platform, repurposing aircraft engines into turbines for data center power. The company entered multi year partnerships with Palantir to apply AI to its operations and with CFM International for long term component supply. These moves extend FTAI Aviation beyond aircraft leasing into AI related infrastructure and data center energy markets. For investors watching NasdaqGS:FTAI, this shift comes with the stock at a share price of $272.61 and very...
NYSE:CMP
NYSE:CMPMetals and Mining

Is Compass Minerals (CMP) Pricing Fair After Recent Share Price Swings And Valuation Checks

If you are wondering whether Compass Minerals International at around US$21.75 is priced attractively or not, you are in the right place for a clear look at what the current share price might be implying about value. The stock has had a mixed run, with an 80.5% return over the last year, 9.5% year to date and shorter term moves of a 12.9% decline over 7 days and a 4.3% decline over 30 days, which can change how investors view both upside and risk. Recent news coverage around Compass Minerals...
NYSE:ES
NYSE:ESElectric Utilities

Is Eversource Energy (ES) Pricing Reflect Its Role In Grid Reliability And Energy Transition Projects

If you are wondering whether Eversource Energy is offering fair value right now, the key question is how its current share price compares with what the business could reasonably be worth. The stock last closed at US$67.36, with returns of 2.7% over the past 30 days, an 18.8% gain over the past year, and a 1% decline year to date. These moves may have influenced how the market views its risk and opportunity. Recent news around Eversource has focused on its role as a regulated utility, its...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group (SNEX) Valuation Check After Record Q1 Revenue Growth And Acquisition Contributions

StoneX Group (SNEX) just posted record first quarter net operating revenue and profits, with listed derivatives and precious metals trading, plus recent acquisitions such as R.J. O'Brien, playing a central role in the latest results. See our latest analysis for StoneX Group. Those record quarterly numbers have arrived alongside strong share price momentum, with a 1 month share price return of 16.95% and a 90 day gain of 35.33%. The 1 year total shareholder return of 49.88% and 5 year total...
NYSE:EGP
NYSE:EGPIndustrial REITs

EastGroup Properties Balances Growth, Leasing Strength And Rising Development Risks

EastGroup Properties (NYSE:EGP) reports strong quarterly and full year operational growth. The company records solid revenue and funds from operations, while keeping occupancy rates high. Leasing spreads remain healthy despite challenges in the development pipeline and permitting process. Management adds new leadership roles to pursue market opportunities and supports a cautiously optimistic view on future rent growth. EastGroup Properties, a focused industrial real estate owner and...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Symbotic (SYM) Valuation Check After GAAP Profitability, Revenue Outlook Upgrade And Fox Robotics Acquisition

Symbotic (SYM) just posted its fiscal first quarter results, reporting GAAP profitability of US$2.6 million on US$629.99 million in revenue. The company also issued a revenue outlook of US$650 million to US$670 million for next quarter. See our latest analysis for Symbotic. The latest earnings and revenue outlook have coincided with an 11.08% 1 day share price return and a 9.88% 7 day share price return, even though the 30 day and 90 day share price returns are both around a 14% decline. Over...
NYSE:PEN
NYSE:PENMedical Equipment

Penumbra Sale To Boston Scientific Recasts Growth Story For Investors

Penumbra (NYSE:PEN) is set to be acquired by Boston Scientific in a US$14.5b deal, following the release of strong quarterly results. The transaction, announced alongside Penumbra's recent earnings report, represents a major consolidation move in the medical device space. The combination brings together Penumbra's interventional therapies with Boston Scientific's broader medical technology portfolio. For you as an investor, this centers on a specialized medical device maker that focuses on...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

Does NANO Nuclear Energy’s New Licensing Hire Reframe Regulatory Risk In Its Story For NNE?

NANO Nuclear Energy Inc. recently appointed Michael Montecalvo as Licensing Director, bringing over 30 years of experience across the U.S. Navy, commercial nuclear industry, and the U.S. Nuclear Regulatory Commission to lead its licensing strategy and regulatory engagement. By adding a licensing leader who has worked on both sides of the regulatory table, the company is strengthening a core capability for moving its advanced nuclear products toward key milestones. We’ll now examine how...
NYSE:SRE
NYSE:SREIntegrated Utilities

Assessing Sempra (SRE) Valuation After Earnings Beat And Ongoing Analyst Optimism

Sempra (SRE) is back in focus after its latest earnings topped analyst expectations, with Q3 2025 revenue of US$3.2b and adjusted EPS of US$1.11, even as the stock trails its sector. See our latest analysis for Sempra. The share price, now at US$87.36, has slipped over the last quarter with a 6.79% 90 day share price return, even as the 1 year total shareholder return of 10.05% signals steadier long term momentum supported by dividends. If this earnings beat has you looking at other parts of...
NYSE:WK
NYSE:WKSoftware

Will Workiva’s (WK) Ex-CFO Board Hires Quietly Reframe Its Capital Allocation Priorities?

Workiva Inc. recently announced the appointment of two veteran finance leaders, former Cisco and Autodesk CFO Scott Herren and former Workday Co-President and CFO Mark Peek, as independent directors, alongside the resignation of director David Mulcahy and the elevation of Suku Radia to Lead Independent Director. The addition of these seasoned former CFOs, each with extensive experience in large-scale software and technology businesses, could meaningfully influence Workiva’s board oversight...